CRM Built for
Distribution
Sales pipeline, lead management, call center, bid negotiation, route planning, and data-driven insights. All in one platform, connected directly to your ERP.
Most CRMs were built for SaaS companies. This one was built for distributors who manage thousands of SKUs, complex pricing, and field sales teams that need live inventory data.
Your sales team gets an
unfair advantage.
Analyze your customer data, purchase history, and visit patterns to generate intelligence your competitors do not have.
Pre-Visit Briefings
Generate a one-page summary before every customer visit: recent orders, open quotes, payment status, and suggested talking points.
Churn Risk Alerts
When a customer's order frequency drops or average order value shrinks, you get flagged before it becomes a lost account.
Cross-Sell Signals
Identify products that similar customers buy but this one does not. Real revenue opportunities, not guesswork.
Route Optimization Rationale
Not just the fastest route. Explains why you should visit certain accounts first based on priority scoring.
Your reps sell more
and drive less.
Plan daily routes, manage territories, and make sure your top accounts get the attention they deserve.
ABC Classification
Tier your customers by revenue and visit priority. A-accounts get weekly visits, C-accounts get monthly.
Map Visualization
See every customer on a map. Plan routes visually. Spot coverage gaps in seconds.
Visit Cycle Management
Set visit frequencies per customer. The system tells your reps who is overdue and who is next.
Coverage Analytics
Track visit completion rates, rep productivity, and territory performance across any date range.
Everything in one place.
Ten modules that share data in real time. No imports, no sync jobs, no waiting.
Dashboard
Pipeline value, win rate, and team activity at a glance
Lead Management
Kanban board with scoring, conversion, and auto-routing
Opportunity Pipeline
Six-stage deal tracking with drag-and-drop progression
Activity Tracker
Calls, emails, meetings, and tasks linked to every record
Call Center
Caller ID lookup, VoIP hooks, call logs, and recording
Bid Negotiation
Auto-accept or reject based on margin rules you set
Route Planner
Daily visit routes with map view and driving optimization
Sales Intelligence
Pre-visit briefings and churn alerts from your own data
Coverage Reports
Visit rates, rep productivity, and territory gaps
Sales Rep Portal
A focused workspace scoped to each rep's territory
Why distributors pick this CRM
over the big names.
Distribution-first.
Not a B2C CRM adapted for wholesale. Every screen, every workflow, every data model was designed for how distributors actually operate.
Connected to your ERP.
Live access to inventory levels, customer pricing tiers, warehouse availability, and order history. No batch imports. No stale data.
Full audit trail.
Every bid, every price override, every customer interaction is logged with timestamps and user attribution. You stay compliant without extra effort.
Multi-tenant from day one.
Run multiple business units, brands, or divisions from a single instance. Each tenant gets isolated data with its own pricing rules and permissions.
See it in action.
Book a 30-minute demo. We will walk you through the platform, answer your questions, and show you how it fits your operation.